Power markets.
Trends in renewable generation, offtake agreements, and the broader energy landscape.
Research & Insights
Our perspective on the markets we work in.
Our investment team regularly develops research and commentary on the sectors we focus on — reflecting the thinking behind our own portfolio decisions and our broader view of where these markets are heading.
Coverage
Topics we follow closely.
Commercial real estate.
What we look for in property, and how energy efficiency is reshaping the sector.
Specialty lending.
How we think about credit underwriting and structuring in the climate and infrastructure space.
Latest
Recent notes from our team.
New research and commentary will appear here as our team publishes it.
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